Skip to main content1. Activate your workspace
- Accept your Telentir invite or request access at telentir.com.
- Set up single sign-on (optional) so teammates can join without extra passwords.
- Share your company profile details (name, logo, industry) with Telentir support so outbound touchpoints stay on brand.
2. Secure phone numbers
- Navigate to Phone Numbers and purchase or import the numbers you want Telentir to manage.
- Assign at least one outbound-enabled number for campaigns and one inbound number for transfers/support.
- Add any required regulatory address information before you go live.
- Work with your Telentir success manager to choose the default AI voice, time zone, and compliance rules.
- Connect integrations such as Calendly or your CRM if you plan to trigger downstream workflows.
4. Build your first AI agent
- Head to Agents and create at least one AI agent with the correct persona, language, and knowledge base.
- (Optional) Add human agents so the AI knows who can accept warm transfers.
- Use the Contacts page to import a CSV or push contacts in via API.
- Apply tags (e.g., “Hot Lead”, “Event Sign-up”) so you can target campaigns precisely.
6. Launch a campaign
- Open Campaigns and choose whether the AI should follow a Prompt or an existing Conversational Pathway.
- Select the tag-based audience, assign your AI/human agents, attach a knowledge base if needed, and publish.
7. Monitor and iterate
- Watch the Dashboard for high-level KPIs.
- Use Live Monitoring to listen in on active calls and offer coaching.
- Review Call History and Messages for follow-up tasks.
Support channel
Questions during rollout? Email [email protected] with your workspace URL and a short description—we typically respond within one business day. 
